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Level 2

Report by Customer with serivice/product listed?

I want to be able to print a report by customer that shows the service/product from the sales receipt. Right now I can find/customize reports with the type of transaction, but I can't find a way to get the service listed on the report. Is there a way?

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Best answer December 12, 2019

Best Answers
Highlighted
QuickBooks Team

Report by Customer with serivice/product listed?

The Sales by Customer Detail report is currently available in the Essentials, Plus, and Advanced versions of QuickBoks Online, BalaEmily. 

 

You might be using the Simple Start version since you only have the summary report. You'll want to consider upgrading your subscription to get the detailed report. Follow the steps on how you can do it:

 

  1. Click the Gear icon and select Account and Settings.
  2. Proceed to the Billing & Subscription tab.
  3. In the QuickBooks Online section, select Upgrade.
  4. Choose the next plan you want, and select Upgrade.
  5. Confirm your payment information and select Save.

Once done, go back to the Reports menu and check if you can already see it. You can also refer to these articles if you need to customize or memorize reports:

 

Don't hesitate to tap on us again whenever needing help while working in QuickBooks or getting a report. 

View solution in original post

5 Comments 5
Highlighted
Moderator

Report by Customer with serivice/product listed?

Glad to help you with this, BalaEmily.

 

We can pull up the Sales by Customer Detail report and customize this to add the product/service with its transaction type which is the sales receipt.

 

Now, let's go to Reports on the left panel and enter Sales by Customer Detail in the Search field.
Capture reports.PNG

 

Then, let's proceed to customize this report. Let us follow the following steps below to add the product/service and the sales receipts used by the item:

 

  1. Click the Customize button at the upper right corner.
    Capture customixe butoon report.PNG
  2. Click the Filter section.
  3. Put a check inside the Transaction Type box and the Product/Service box as well.
  4. Click the drop-down arrow for the Transaction Type and tick the Sales Receipt option.
  5. For the Product/Service, click the drop-down arrow and select All.
  6. Then, click the Run Report at the bottom.
    RUN REORT.PNG

 

To print this report, simply click the Print icon. I've added a  screenshot below for your additional reference:

PRINT ICON.PNG

 

Also, here's an article where you can learn more about customizing the QuickBooks Online reports.

 

You can mention me anytime you need help with the reports. I hope your day is good!

Highlighted
Level 2

Report by Customer with serivice/product listed?

This is helpful, but unfortunately I don't have Sales by Customer Detail. I only have Sales by Customer Summary. Could this be based on the level of QB online that I have?

Highlighted
QuickBooks Team

Report by Customer with serivice/product listed?

The Sales by Customer Detail report is currently available in the Essentials, Plus, and Advanced versions of QuickBoks Online, BalaEmily. 

 

You might be using the Simple Start version since you only have the summary report. You'll want to consider upgrading your subscription to get the detailed report. Follow the steps on how you can do it:

 

  1. Click the Gear icon and select Account and Settings.
  2. Proceed to the Billing & Subscription tab.
  3. In the QuickBooks Online section, select Upgrade.
  4. Choose the next plan you want, and select Upgrade.
  5. Confirm your payment information and select Save.

Once done, go back to the Reports menu and check if you can already see it. You can also refer to these articles if you need to customize or memorize reports:

 

Don't hesitate to tap on us again whenever needing help while working in QuickBooks or getting a report. 

View solution in original post

Highlighted
Level 2

Report by Customer with serivice/product listed?

Thank you! That's exactly the info I needed. Very helpful. 

Highlighted
QuickBooks Team

Report by Customer with serivice/product listed?

Thanks for replying back to the Community, BalaEmily.

 

I'm glad that we were able to assist you with a customer list report that attaches a product and service.

 

If you have any additional questions don't hesitate to comment below. Thanks for reaching out. Have a great rest of your week!

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